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Duke Energy
DUK

Overview Fund Activity

1,648 hedge funds and large institutions have $47.5B invested in Duke Energy in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 726 increasing their positions, 557 reducing their positions, and 80 closing their positions.

Holders
1,648
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.77%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
108
Increased
726
Reduced
557
Closed
80
Calls
$332M
Puts
$326M
Net Calls
+$6.14M
Net Calls Change
-$145M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$243M
2
Charles Schwab
2
Charles Schwab
California
$604M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.09B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.06B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$430M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$112M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.5M
3
Franklin Resources
3
Franklin Resources
California
$1.3B
4
Two Sigma Investments
4
Two Sigma Investments
New York
$4.86M
5
BlackRock
5
BlackRock
New York
$5.13B
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$74.1M 750,700 +3,537 +0.5%
Renaissance Technologies
77
Renaissance Technologies
New York
$70M 709,350 +68,226 +11%
LPL Financial
78
LPL Financial
California
$68.7M 696,034 +47,033 +7%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$68.1M 689,535 +23,025 +3%
PCA
80
Personal Capital Advisors
California
$66.2M 671,016 +41,082 +7%
Victory Capital Management
81
Victory Capital Management
Texas
$64.8M 656,702 +18,276 +3%
EIP
82
Epoch Investment Partners
New York
$64M 648,121 -285,900 -31%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$63.9M 649,365 +24,536 +4%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$60.7M 614,706 -6,331 -1%
Canada Life
85
Canada Life
Manitoba, Canada
$58.9M 596,795 -12,826 -2%
BCWM
86
Bartlett & Co Wealth Management
Ohio
$57.7M 584,182 +5,299 +0.9%
BC
87
Bartlett & Co
Ohio
$57.7M 584,182 +5,299 +0.9%
Mackenzie Financial
88
Mackenzie Financial
Ontario, Canada
$57M 577,546 +70,528 +14%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$55.1M 558,553 +4,155 +0.7%
Stifel Financial
90
Stifel Financial
Missouri
$54.8M 554,725 +815 +0.1%
Neuberger Berman Group
91
Neuberger Berman Group
New York
$53.1M 547,106 +17,798 +3%
Ohio Public Employees Retirement System (OPERS)
92
Ohio Public Employees Retirement System (OPERS)
Ohio
$52.7M 533,323 +20,792 +4%
CI
93
Cincinnati Insurance
Ohio
$51.7M 523,600 – –
Baird Financial Group
94
Baird Financial Group
Wisconsin
$51.7M 523,216 -5,464 -1%
COPPSERS
95
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$51.4M 520,181 +151,883 +41%
Retirement Systems of Alabama
96
Retirement Systems of Alabama
Alabama
$49.9M 505,283 -194,719 -28%
Macquarie Group
97
Macquarie Group
Australia
$49.2M 497,954 +21,355 +4%
Asset Management One
98
Asset Management One
Japan
$49.1M 497,844 +48,201 +11%
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$48.9M 495,268 -25,834 -5%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$47.1M 476,852 +14,695 +3%
2 3
4
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